[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":341},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},110681,"CoStar Group Stock’s Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12T11:20:00","2026-06-12T03:22:56","\u003Cp>CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. \u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-takeaways-for-costar-group-stock\">\u003Cstrong>Key Takeaways for CoStar Group Stock\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>CoStar Group stock delivered Q1 2026 revenue of $897 million, up 23% year-over-year, marking the 60th consecutive quarter of double-digit revenue growth.\u003C\u002Fli>\n\n\n\n\u003Cli>Adjusted EBITDA doubled year-over-year to $132 million, landing 26% above the midpoint of management’s own guidance.\u003C\u002Fli>\n\n\n\n\u003Cli>Operating income reached $3 million in Q1 2026, swinging from a loss of $43 million in Q1 2025, a year-over-year improvement of 107%.\u003C\u002Fli>\n\n\n\n\u003Cli>TIKR’s mid-case model prices CSGP at approximately $72 per share by December 2030, implying around 119% total return from the current price of $33.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Most investors never know if a stock is truly undervalued or overpriced. TIKR’s professional-grade valuation tools give you a clear, data-backed answer across 60,000+ stocks for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-costar-group-posts-its-60th-straight-quarter-of-double-digit-growth-after-q1-2026-results\">CoStar Group Posts Its 60th Straight Quarter of Double-Digit Growth After Q1 2026 Results\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"530\" data-public-id=\"images\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_530,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA\" alt=\"costar group stock q1 2026 earnings\" class=\"wp-post-110681 wp-image-110683\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781233728\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_530,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_155,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_398,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_622,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_725,c_scale\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781233728\u002Fimages\u002Fimage-432_110683a3779\u002Fimage-432_110683a3779.png?_i=AA 1448w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP Stock Q1 2026 Earnings in USD \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=387127&tid=2603628&e=1992885408&ts=3706854&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>CoStar Group (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=387127&tid=2603628&ref=q2enxr\">CSGP\u003C\u002Fa>), the dominant provider of commercial real estate data, residential marketplace technology, and 3D digital twin infrastructure, delivered $897 million in Q1 2026 revenue following its earnings call on April 28, up 23% year-over-year and extending an unbroken streak of double-digit quarterly revenue growth to 60 consecutive quarters.\u003C\u002Fp>\n\n\n\n\u003Cp>The headline number on the income statement is not the revenue line. It is the EBITDA line. Adjusted EBITDA of $132 million doubled year-over-year and arrived $17 million above the high end of management’s own guidance range, with CFO Chris Lown attributing the outperformance on the call to a structural, not one-time, shift: “The outperformance in adjusted EBITDA was primarily due to lower personnel costs from cost-saving efforts as we continue to find efficiencies from AI, personnel and other expense initiatives.”\u003C\u002Fp>\n\n\n\n\u003Cp>The commercial segment, which covers the CoStar analytics platform, LoopNet, and CoStar Debt Solutions, generated $472 million in Q1 revenue, up 15% year-over-year, with adjusted EBITDA of $161 million at a 34% margin. The residential segment, which includes Apartments.com and Homes.com, generated $425 million in Q1 revenue, up 32% year-over-year, with the residential EBITDA loss shrinking by $56 million year-over-year.\u003C\u002Fp>\n\n\n\n\u003Cp>The most important forward signal in the transcript is the Homes.com monetization data. \u003C\u002Fp>\n\n\n\n\u003Cp>CEO Andy Florance presented results from an analysis of the first 11,400 Homes.com members comparing commissions earned before and after joining and said in \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=387127&tid=2603628&e=1992885408&ts=3706854&ref=q2enxr\">Q1 earnings call\u003C\u002Fa>: “On average, a Homes.com subscriber earned $36,400 more in commissions in their first year as a member. Against an average annual subscription cost of just $3,400, that’s an 11x return on their investment.”\u003C\u002Fp>\n\n\n\n\u003Cp>That return on investment profile is the case for a price increase. Management confirmed fees for new customers would rise on May 1, with potential renewal increases also under evaluation. \u003C\u002Fp>\n\n\n\n\u003Cp>The March annual revenue run rate for Homes.com reached $106 million, up 92% year-over-year, against a $550 million net investment target for the full year 2026 that management reaffirmed.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Net new bookings for Q1 were $67 million, up 20% year-over-year. Full-year 2026 revenue guidance was reaffirmed at $3.78 billion to $3.82 billion. Full-year adjusted EBITDA guidance was raised by $30 million at the midpoint to a range of $780 million to $820 million.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>\u003Cstrong>The Q1 transcript is one input. The full income statement history that reveals the cost structure shift is on TIKR. Pull up CoStar Group stock and see every quarter going back years, free →\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-costar-group-stock-s-operating-leverage-is-inflecting-after-eight-quarters-of-investment-driven-losses\">CoStar Group Stock’s Operating Leverage Is Inflecting After Eight Quarters of Investment-Driven Losses\u003C\u002Fh2>\n\n\n\n\u003Cp>CoStar Group stock’s revenue growth has been visible for years. The income statement story that the market has not yet priced in is the operating leverage that is now emerging on the cost side after a sustained period of heavy investment.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"680\" data-public-id=\"images\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_680,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA\" alt=\"costar group stock quarterly earnings\" class=\"wp-post-110681 wp-image-110697\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234144\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_680,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_510,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1020,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_797,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_929,c_scale\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781234144\u002Fimages\u002Fimage-433_110697703bc\u002Fimage-433_110697703bc.png?_i=AA 1660w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP Stock Quarterly Financials \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=387127&tid=2603628&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Revenue grew 23% year-over-year to $897 million in Q1 2026, a figure consistent with the acceleration that began in Q3 2025, when year-over-year revenue growth stepped up from 15% to 20% before reaching 27% in Q4 2025.\u003C\u002Fp>\n\n\n\n\u003Cp>CoStar Group stock’s gross profit of $700 million in Q1 2026 reflects a gross margin of 78%, consistent with the 79% to 80% range the business maintained from mid-2024 through Q3 2025, with cost of goods sold rising to $197 million as the revenue base expanded.\u003C\u002Fp>\n\n\n\n\u003Cp>The mechanism that matters is below the gross profit line. Total operating expenses fell to $700 million in Q1 2026 from $605 million in Q1 2025, but the more important signal is the sequential behavior: total operating expenses in Q4 2025 were $662 million, and Q1 2026 came in at $700 million, a modest step up despite revenue holding at the $897 million to $900 million range.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">Operating income reached $3 million in Q1 2026, a swing from the $43 million operating loss posted in Q1 2025, the result of gross profit growth of 21% year-over-year running ahead of total operating expense growth, the first clear evidence of operating leverage at the GAAP level.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">CoStar Group Holds a Gross Margin Premium Over Zillow and Verisk Across Eight Consecutive Quarters\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"681\" data-public-id=\"images\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA\" alt=\"costar group stock gross margins vs vrsk stock and zg stock\" class=\"wp-post-110681 wp-image-110701\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234437\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_510,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_797,c_scale\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1781234437\u002Fimages\u002Fimage-434_11070128851\u002Fimage-434_11070128851.png?_i=AA 1270w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP Stock Gross Margins vs VRSK Stock and ZG Stock \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=387127&tid=2603628&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>CoStar Group stock’s 78% gross margin in Q1 2026 sits 5 points above Zillow (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=387127&tid=2603628&tab=is&ref=q2enxr\">ZG\u003C\u002Fa>) at 73% and 9 points above Verisk Analytics (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=387127&tid=2603628&tab=is&ref=q2enxr\">VRSK\u003C\u002Fa>) at 69%, a gap that has held with remarkable consistency across every quarter in the dataset.\u003C\u002Fp>\n\n\n\n\u003Cp>The gap against Verisk is the more structurally significant comparison. Verisk is a mature, highly profitable data-and-analytics subscription business widely regarded as the benchmark for what a scaled information services platform looks like at steady state, and CoStar Group stock carries a higher gross margin than Verisk in every single quarter from June 2024 through March 2026.\u003C\u002Fp>\n\n\n\n\u003Cp>The implication for the operating leverage thesis is direct: with a gross profit floor of 78%, CoStar Group stock enters its EBITDA expansion phase with more gross profit per revenue dollar than either peer to absorb the SG&A normalization that management has flagged as the primary driver of margin improvement through 2030.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Is CoStar Group Stock Undervalued in 2026? TIKR’s $72 Model Says the Inflection Has to Hold\u003C\u002Fh2>\n\n\n\n\u003Cp>TIKR’s mid-case model prices CoStar Group at approximately $72 per share by December 2030, against a current price of $33, implying around 119% total return or roughly 19% annualized over the next 4.5 years.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA\" alt=\"costar group stock valuation model results\" class=\"wp-post-110681 wp-image-110684\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781233816\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1781233816\u002Fimages\u002FCSGP_valuation_model-4\u002FCSGP_valuation_model-4.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>If CSGP sustains its 13% revenue CAGR through 2030 and net income margins expand toward 18% as Homes.com’s $550 million annual investment tapers, the mid-case path to $72 is the base scenario management has explicitly reaffirmed, producing an IRR of around 16% for investors entering at the current price. \u003C\u002Fp>\n\n\n\n\u003Cp>If the Homes.com monetization ramp accelerates faster than the model assumes, pulling net income margins toward 20% and revenue growth toward 15%, the high-case scenario reaches approximately $160 per share by December 2034, producing an IRR of around 20%. \u003C\u002Fp>\n\n\n\n\u003Cp>If organic revenue growth slows toward 12% and Homes.com operating losses persist longer than the model assumes, the low-case scenario produces approximately $83 per share by December 2034, still representing around 152% total return from the current price of $33, with an IRR of around 12%.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Wall Street’s best ideas don’t stay hidden for long. Catch analyst upgrades, earnings beats, and revenue surprises on thousands of stocks the moment they happen with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Is CoStar Group Stock a Buy Right Now?\u003C\u002Fh2>\n\n\n\n\u003Cp>CoStar Group stock is trading at $33, a price last seen in 2019, despite the business having more than doubled revenue since then and just delivered 60 consecutive quarters of double-digit growth. \u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case model prices CSGP at approximately $72 per share by December 2030, implying around 119% total return. \u003C\u002Fp>\n\n\n\n\u003Cp>The investment case requires the Homes.com monetization ramp to continue and operating leverage to persist as SG&A efficiency gains prove structural rather than one-time. \u003C\u002Fp>\n\n\n\n\u003Cp>Investors who believe management’s reaffirmed guidance framework have a hard number from the income statement to anchor to.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">What Did CoStar Group Say About Homes.com in Q1 2026?\u003C\u002Fh2>\n\n\n\n\u003Cp>Florance presented data showing the first 11,400 Homes.com members earned an average of $36,400 more in commissions in their first year as subscribers versus the prior year, against an average annual subscription cost of $3,400, an 11x return on investment. \u003C\u002Fp>\n\n\n\n\u003Cp>Revenue for Homes.com reached $26 million in Q1, up 58% year-over-year, with the March annual run rate hitting $106 million. \u003C\u002Fp>\n\n\n\n\u003Cp>Management confirmed a price increase for new customers on May 1 and said it expects the residential segment to reach profitability in Q2 2026.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-costar-group-inc\">\u003Cstrong>Should You Invest in CoStar Group, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up CoStar Group, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track CoStar Group, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze CSGP stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1520,"en","\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":237,"imageCredit":238},"CoStar Group Stock’s Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","TIKR",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Gian Estrada","giantikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold.",{"title":225,"description":258,"twitterTitle":225,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":225,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","Est. reading time","9 minutes",1200,630,[266,281,296,311,326],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":267},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},[],[279],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Why Cloudflare Stock Looks Undervalued After Its Q1 2026 Developer Platform Results","2026-06-12 10:00:00","Cloudflare stock's fastest revenue growth in six quarters masks a gross margin compression that makes the $701 TIKR target conditional.",1603,"\u002Fblog\u002Fwhy-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","why-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","images\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781231486\u002Fimages\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834.png?_i=AA",{"altText":282},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":292},[],[294],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"Norwegian Cruise Line Stock's Cost Recovery Story: What the Margins Say About a $30 Target","2026-06-11 17:00:00","Norwegian Cruise Line Holding's operating margins just rose to 11% while yield guidance fell. Is 2026 the trough the TIKR model is pricing?",1488,"\u002Fblog\u002Fnorwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","norwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","images\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781165538\u002Fimages\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832.png?_i=AA",{"altText":297},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":307},[],[309],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":312,"date":313,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"Toast Stock's Margin Story: Eight Quarters of Gross Margin Expansion and What It Means for Valuation","2026-06-11 16:30:00","Toast stock's gross margin expanded from 23% to 28% across eight quarters while operating income grew 120% year-over-year in Q1 2026",1146,"\u002Fblog\u002Ftoast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","toast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","images\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781177653\u002Fimages\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833.png?_i=AA",{"altText":312},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":322},[],[324],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":338,"relatedPosts":340},"Why Pegasystems Stock Is at 1-Year Low After 36% Cloud Revenue Growth: What the Numbers Actually Say","2026-06-11 16:00:00","Pegasystems stock's operating margins fell to 9% in Q1 2026 even as Pega Cloud revenue grew 36% to $205 million. ",1687,"\u002Fblog\u002Fwhy-pegasystems-stock-is-at-1-year-low-after-36-cloud-revenue-growth-what-the-numbers-actually-say","why-pegasystems-stock-is-at-1-year-low-after-36-cloud-revenue-growth-what-the-numbers-actually-say","images\u002FFEATURED-IMAGE-MAKER-831\u002FFEATURED-IMAGE-MAKER-831","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781163637\u002Fimages\u002FFEATURED-IMAGE-MAKER-831\u002FFEATURED-IMAGE-MAKER-831.png?_i=AA",{"altText":327},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":337},[],[339],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[342,363,379,394,408,423,442,457,474,488,503,521,536],{"id":255,"title":343,"date":344,"excerpt":345,"wordCount":346,"uri":347,"slug":348,"cloudinaryAssetId":349,"featuredImageOriginalUrl":350,"featuredImageMetadata":351,"author":353,"categories":357,"relatedPosts":362},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year","2026-06-11 15:30:00","The one question weighing on S&P Global (SPGI) all year finally got a direct answer this week. At the Mizuho Technology Conference on June 10, SVP of Investor Relations Mark Grant revealed specific figures that reframe the AI disruption debate, and made the case that the market's fear is concentrated on a much smaller slice of the business than most investors realize.\n",1745,"\u002Fblog\u002Fsp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","sp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","images\u002F10-1_110630819ab\u002F10-1_110630819ab","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186590\u002Fimages\u002F10-1_110630819ab\u002F10-1_110630819ab.png?_i=AA",{"altText":352},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year",{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},"Wiltone Asuncion","wiltonetikr",[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":374,"categories":376,"relatedPosts":378},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle","2026-06-11 15:20:00","At the Evercore Consumer & Retail Conference on June 10, P&G's CIO laid out how AI is reshaping R&D, media buying, and supply chain. The market is focused on a $1 billion oil headwind.",1934,"\u002Fblog\u002Fprocter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","procter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","images\u002F9-1_110629eac72\u002F9-1_110629eac72","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186582\u002Fimages\u002F9-1_110629eac72\u002F9-1_110629eac72.png?_i=AA",{"altText":373},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle",{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":375},[],[377],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":380,"date":381,"excerpt":382,"wordCount":383,"uri":384,"slug":385,"cloudinaryAssetId":386,"featuredImageOriginalUrl":387,"featuredImageMetadata":388,"author":389,"categories":391,"relatedPosts":393},"ARM Holdings Stock Just Fell 27% From Its All-Time High. Is the FTC the Story, or Just the Noise?","2026-06-11 15:10:00"," Arm Holdings hit an all-time intraday high near $421 on June 1 after Nvidia's Computex reveal, then pulled back sharply as the FTC's antitrust investigation moved to the center of the investment debate. ",1673,"\u002Fblog\u002Farm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","arm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","images\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186573\u002Fimages\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1.png?_i=AA",{"altText":380},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":390},[],[392],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":395,"date":381,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"Walmart Fell 12% in May. Here's What Two Days of Management Meetings Just Revealed","Walmart fell 12% in May despite beating Q1 estimates, as cautious Q2 guidance spooked a market paying 40x earnings. Back-to-back investor conferences on June 9 and 10 gave management a platform to disclose operational metrics the selloff may have overlooked.",1719,"\u002Fblog\u002Fwalmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","walmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","images\u002F8-1_110628b2c82\u002F8-1_110628b2c82","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186579\u002Fimages\u002F8-1_110628b2c82\u002F8-1_110628b2c82.png?_i=AA",{"altText":395},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":404},[],[406],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":420,"relatedPosts":422},"Super Micro Computer Fell 28% in One Day. Does a $39 Billion AI Backlog Make It Worth Buying?","2026-06-11 15:00:00"," Super Micro Computer fell nearly 28% in one session after announcing $7 billion in equity financing tied to $39 billion in new AI server orders. The market saw dilution. The data raises a different question: can Supermicro actually execute?",1601,"\u002Fblog\u002Fsuper-micro-computer-fell-28-in-one-day-does-a-39-billion-ai-backlog-make-it-worth-buying","super-micro-computer-fell-28-in-one-day-does-a-39-billion-ai-backlog-make-it-worth-buying","images\u002F2-2_1106225c3ac\u002F2-2_1106225c3ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186542\u002Fimages\u002F2-2_1106225c3ac\u002F2-2_1106225c3ac.png?_i=AA",{"altText":409},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":419},[],[421],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":424,"date":425,"excerpt":426,"wordCount":427,"uri":428,"slug":429,"cloudinaryAssetId":430,"featuredImageOriginalUrl":431,"featuredImageMetadata":432,"author":434,"categories":436,"relatedPosts":441},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":433},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":443},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":471,"relatedPosts":473},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":458},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},"Aditya Raghunath","adityatikr",[],[472],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":475},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":484},[],[486],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":489,"date":490,"excerpt":491,"wordCount":492,"uri":493,"slug":494,"cloudinaryAssetId":495,"featuredImageOriginalUrl":496,"featuredImageMetadata":497,"author":498,"categories":500,"relatedPosts":502},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":489},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":499},[],[501],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":504,"date":505,"excerpt":506,"wordCount":507,"uri":508,"slug":509,"cloudinaryAssetId":510,"featuredImageOriginalUrl":511,"featuredImageMetadata":512,"author":513,"categories":515,"relatedPosts":520},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":504},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":514},[],[516],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":522,"date":523,"excerpt":524,"wordCount":525,"uri":526,"slug":527,"cloudinaryAssetId":528,"featuredImageOriginalUrl":529,"featuredImageMetadata":530,"author":531,"categories":533,"relatedPosts":535},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":522},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":532},[],[534],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":537,"date":538,"excerpt":539,"wordCount":540,"uri":541,"slug":542,"cloudinaryAssetId":543,"featuredImageOriginalUrl":544,"featuredImageMetadata":545,"author":546,"categories":548,"relatedPosts":550},"Up 140% in the Last 12 Months, Can Fastly Stock Keep Climbing in 2026?","2026-06-09 05:50:00","Fastly stock is up 118% in a year. With security up 47% and AI tailwinds building, can FSLY hit $26 by 2028? See our valuation model.",986,"\u002Fblog\u002Fup-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","up-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","images\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1780928762\u002Fimages\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5.png?_i=AA",{"altText":537},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":547},[],[549],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[]]